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Duke Energy

2,466 hedge funds and large institutions have $70.7B invested in Duke Energy in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 1,084 increasing their positions, 824 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 107

102% more call options, than puts

Call options by funds: $694M | Put options by funds: $343M

32% more repeat investments, than reductions

Existing positions increased: 1,084 | Existing positions reduced: 824

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

12% more capital invested

Capital invested by funds: $63B → $70.7B (+$7.77B)

3% more funds holding

Funds holding: 2,3972,466 (+69)

0.3% more ownership

Funds ownership: 69.14%69.43% (+0.3%)

Holders
2,466
Holders Change
+69
Holders Change %
+2.88%
% of All Funds
30.33%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.26%
New
225
Increased
1,084
Reduced
824
Closed
107
Calls
$694M
Puts
$343M
Net Calls
+$351M
Net Calls Change
+$82.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$86.8M +$50.8M +406,102 +158%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$85.1M +$4.96M +39,659 +6%
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$83.9M -$9.32M -74,517 -10%
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$82M +$4.45M +35,626 +6%
ACM
105
Advisors Capital Management
New Jersey
$78.9M +$3.8M +30,428 +5%
QCM
106
Quantinno Capital Management
New York
$77.6M +$29.3M +234,139 +65%
SEI Investments
107
SEI Investments
Pennsylvania
$75.8M +$3.18M +25,445 +5%
Osaic Holdings
108
Osaic Holdings
Arizona
$74.8M +$16.1M +128,383 +29%
Korea Investment Corp
109
Korea Investment Corp
South Korea
$74.3M -$14.8M -118,746 -17%
BCWM
110
Bartlett & Co Wealth Management
Ohio
$73.9M -$1.62M -12,972 -2%
AQR Capital Management
111
AQR Capital Management
Connecticut
$73.7M -$33.1M -264,628 -32%
MF
112
Milford Funds
$72.4M -$35.3M -282,000 -34%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$69.7M -$2.65M -21,164 -4%
Macquarie Group
114
Macquarie Group
Australia
$69.2M -$1.12M -8,950 -2%
Nordea Investment Management
115
Nordea Investment Management
Sweden
$66.2M +$123K +981 +0.2%
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$65.8M -$504K -4,032 -0.8%
SG Americas Securities
117
SG Americas Securities
New York
$64.9M -$43.1M -344,972 -41%
APG Asset Management
118
APG Asset Management
Netherlands
$64.9M -$1.76M -14,039 -2%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$64.8M -$18.8M -150,217 -20%
GAM
120
Gotham Asset Management
New York
$64.6M -$8.44M -67,491 -12%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$64.2M +$3.48M +27,828 +6%
FWIA
122
Fort Washington Investment Advisors
Ohio
$64.2M +$2.5M +19,987 +4%
Canada Life
123
Canada Life
Manitoba, Canada
$63.2M +$1.25M +9,968 +2%
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$60.2M +$30.5M +243,716 +113%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$58.5M -$2.88M -23,065 -5%

DUK Hedge Fund Activity: Q1 2026 in Review

2,466 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2026, worth a combined $70.7B — up 12% from $63B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new DUK positions and 107 closed out — a net gain of 118 holders — while 1,084 added to existing stakes and 824 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $336M. The largest seller was Wellington Management Group, cutting an estimated $749M.

  • 2,466 institutional investors held Duke Energy (DUK) as of Q1 2026, up from 2,397 in Q4 2025.
  • Funds reported $70.7B of Duke Energy stock for Q1 2026, up 12% quarter-over-quarter.
  • 225 funds opened new Duke Energy positions in Q1 2026 and 107 closed out, a net change of +118 holders.
  • The largest Duke Energy buyer in Q1 2026 was Janus Henderson Group, an estimated $336M added.
  • The largest Duke Energy seller in Q1 2026 was Wellington Management Group, an estimated $749M sold.

Based on aggregated 13F filings for Q1 2026.